Regal Investment Advisors’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63M | Sell |
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|
2025
Q1 | $6.66M | Sell |
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|
2024
Q4 | $7.77M | Buy |
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|
2024
Q3 | $6.99M | Buy |
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|
2024
Q2 | $4.59M | Buy |
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|
2024
Q1 | $4.33M | Buy |
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|
2023
Q4 | $4.24M | Buy |
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|
2023
Q3 | $3.83M | Sell |
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|
2023
Q2 | $4.67M | Buy |
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|
2023
Q1 | $4.57M | Buy |
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|
2022
Q4 | $3.81M | Buy |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.23M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $511K | Sell |
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|
2017
Q1 | $792K | Sell |
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|
2016
Q4 | $864K | Sell |
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|
2016
Q3 | $2.21M | Sell |
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|
2016
Q2 | $2.69M | Buy |
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|
2016
Q1 | $2.45M | Sell |
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|
2015
Q4 | $3.62M | Sell |
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|
2015
Q3 | $8.69M | Buy |
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|
2015
Q2 | $3.11M | Sell |
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|
2015
Q1 | $3.25M | Sell |
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|
2014
Q4 | $3.54M | Buy |
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|
2014
Q3 | $3.29M | Buy |
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|
2014
Q2 | $2.63M | Buy |
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|
2014
Q1 | $185K | Buy |
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|
2013
Q4 | $23K | Sell |
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|
2013
Q3 | $305K | Sell |
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|
2013
Q2 | $1.61M | Buy |
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